This career is all about relationships and the impact we can have on our clients and their families over time. We take the time to understand what's important to each client, and partner together over the years to track progress through reliable, dedicated service and communication. We understand how much our clients rely on us, and we take that responsibility very seriously.

My branch office administrator, Mary Jane Wilkinson, is a breath of fresh air for anyone who calls or comes by. She is extremely positive and thorough. She understands what type of service is expected of us every day. A positive client experience is everything to us, and she plays a big role in the success of our branch.

On a personal note, I am married to a wonderful woman named Kim, and have two great children. It's so nice to see the responsible young adults they are becoming. They have spent plenty of time around the office through some of the client appreciation events we've had over the years, so it's been fun to watch them interact with people that have become so important to us.

If you're looking for a team that will always put your needs first, give us a call. We'd love to meet you.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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